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Skills

  • Portfolio Management
  • Cash flow projection modeling
  • Bookkeeping
  • SAP expertise
  • Bank statement reconciliation
  • Vendor relationship management
  • Customer service
  • Client advisory on investments
  • Regulatory compliance
  • Accounts reconciliation

Work Experiences

  • Achieved a 70% decrease in penalties.
  • Achieved results within 2017.
  • Achieved resolution within a 5-day timeframe.
  • Conducted financial risk assessments for key clients and developed mitigation strategies that reduced overall exposure by 70% within 2019.
  • Achieved an upward shift of 30% in overall portfolio growth.
  • Achieved a 27% faster month-end close process.
  • Proposed key budgetary changes in order to boost the company's profits.
  • Audited financial reports for clients.
  • Used SAP to accurately calculate payroll deductions and processed payroll to meet predetermined deadlines.
  • Achieved recovery over 6 months.

Summaries

  • Successfully revamped and strengthened controls, reorganized processes, and simplified procedures to increase accounting record efficiency and accuracy.
  • Accomplished Client Accountant with substantial experience in managing and forecasting for complex portfolios. Reduced costs by $8 and improved revenue growth by 45% through tax advisory efforts.
  • Accountant with extensive knowledge of the laws and procedures that govern business operations, tax filings, and regulatory compliance.
  • Clear understanding of workflow optimization and budget management as well as cross-functional collaboration training.
  • Accomplished Client Accountant with substantial experience.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved cost savings of $18 across multi-regional operations.
  • Budgets, payroll, invoicing, and all other general accounting functions are expertly managed by her.
  • Proficient at gAAP, ledger updates, and report writing.

Accomplishments

  • Advised 6 clients on effective financial governance strategies, driving a reduction in administrative costs by 41%.
  • Enhanced client profitability by recommending targeted financial strategies, driving revenue growth of $16 across 8 portfolios.
  • Identified cost reduction opportunities through data analysis, reducing client operational expenses by $14 annually.
  • Conducted detailed variance analysis, identifying discrepancies and implementing corrections that improved client P&L accuracy by 58%.
  • Designed financial models to evaluate business performance for 10 clients, projecting annual savings of $15.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Recognized for reducing client tax liability by 61% through meticulous tax planning and compliance procedures.
  • Successfully managed accounts payable and receivable processes, reducing processing time by 42% for 16 businesses.
  • Collaborated with cross-functional teams to develop improved budgeting tools, increasing forecasting accuracy by 35%.
  • Implemented automated data entry protocols, reducing errors in financial reporting by 47%.

Affiliations

  • Jaycees
  • Association for Supply Chain Management (APICS)
  • Project Management Institute
  • American Institute of Certified Public Accountants (AICPA)
  • Accredited Business Accountant (ABA) Membership through Northwind
  • Freemason
  • American Medical Informatics Association
  • National Association of Tax Professionals (NATP)
  • Certified Management Accountant (CMA) through Lakeside Partners
  • International Association of Finance Directors

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Proficiency in procedure Certification (e.g., Xero, Sage)
  • First Aid/CPR Certified
  • Chartered Global Management Accountant (CGMA)
  • Certified Public Accountant (CPA)
  • Fundamentals of Investment Risk Management from system
  • Certified Government Financial Manager (CGFM)
  • ServSafe
  • Certified Financial Planner (CFP)
  • Certified Internal Auditor (CIA)

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